SWM

Sugarloaf Wealth Management Portfolio holdings

AUM $529M
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$395M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1 +$13.7M
2 +$9.56M
3 +$8.79M
4
IDUB icon
Aptus International Enhanced Yield ETF
IDUB
+$3.81M
5
WMT icon
Walmart
WMT
+$2.06M

Top Sells

1 +$21.4M
2 +$8.47M
3 +$8.23M
4
DRSK icon
Aptus Defined Risk ETF
DRSK
+$4.84M
5
JUCY icon
Aptus Enhanced Yield ETF
JUCY
+$4.56M

Sector Composition

1 Technology 7.27%
2 Financials 3.63%
3 Healthcare 2.51%
4 Consumer Discretionary 2.39%
5 Consumer Staples 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$67.6K 0.02%
1,826
252
$67.3K 0.02%
4,652
253
$67K 0.02%
1,500
254
$65.4K 0.02%
508
-106
255
$64.8K 0.02%
238
256
$64.3K 0.02%
+3,864
257
$64.1K 0.02%
888
258
$63.8K 0.02%
145
259
$63.7K 0.02%
1,180
260
$63.3K 0.02%
1,667
+30
261
$61.1K 0.02%
1,120
+1,000
262
$61K 0.02%
577
-11,407
263
$60.1K 0.02%
800
264
$59.6K 0.02%
675
265
$59.5K 0.02%
390
266
$59.1K 0.01%
417
267
$58.9K 0.01%
2,000
268
$58.9K 0.01%
1,767
269
$58K 0.01%
503
270
$57.6K 0.01%
738
271
$57.3K 0.01%
125
272
$56.8K 0.01%
822
-529
273
$56.6K 0.01%
815
274
$56.4K 0.01%
3,087
275
$56.4K 0.01%
1,503